Masterclass: Excellence in Private Equity
*Terms & Conditions apply
Course Overview
The advent and the challenges of mega-funds, such as Blackstone, KKR, and others, and the 2022 forecast size of the global private equity asset class of $ 5 trillion, necessitates a strong understanding of private equity and deal structuring for all players in the financial eco-system.
Besides fund managers, small, growing companies, as well as established corporates need private equity or venture capital to fund their growth and merger and acquisition strategies. Private equity is now intricately linked to mergers and acquisitions and buyout transactions in complex ways. For example, a small firm can now acquire a much larger firm.
This practical course is presented from the point of view of limited partners, private equity funds, companies, and entrepreneurs who seek private equity and venture capital. Case studies of private equity transactions will be used. Case studies on the investment strategies of Softbank, KKR, and Blackstone will be reviewed.
Participants will learn how private equity funds are established in conformity with global best practices, how investments are selected by fund managers, how due diligence is performed, how fund managers add value to portfolio companies with value creation plans, and how investments are exited.
Participants will also learn the investment strategies of buyout funds and how buyouts and leveraged buyouts are structured and executed. The methods of selling and investing in distressed companies will be explained. Advanced exit methods will be examined.
Outcome and Benefits
The course will lay a strong foundation, enabling delegates to:
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Understand how private equity, buyout, and VC funds are established;
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Master private equity and venture capital funds and how value is added;
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Understand private equity trends, including EdTech, and SPACs;
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Understand buyouts and leveraged buyouts;
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Understand due diligence techniques;
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Grasp the rationale of the key terms of term sheets; and
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Opportunity to earn a Certificate of Proficiency in Private Equity
Who Should Attend?
CEOs, CFOs, Corporate Treasurers, and Board Members of Companies
Angel and Impact Investing and Fund Managers
Investment Bankers
CFA, CA, CAIA & CS
Commercial Bankers
Lawyers
Private Equity and Sovereign Wealth Fund Managers
Ultra HNI, Private Bankers and Wealth Managers
Limited Partners
Alternative Investment Fund Managers
Capital Market Regulators
Consultants and Advisory Firms
Course Director
Arvind has rubbed shoulders with the world's leading venture capital and private equity funds like KKR, Apax Partners, Carlyle, Sequoia, ACCEL Partners, and many others. Arvind has held a variety of positions, including Head of Capital Markets at the Asian Development Bank, Vice President, Citibank, and Senior Adviser, Citi. He was the President of the Indian Private Equity & Venture Capital Association, reporting to the CEO of KKR in India and to an Executive Committee including leading private equity and venture capital fund managers, such as Carlyle and the Canada Pension Plan.
He has structured and invested in over 30 private equity funds, including venture capital funds. He has worked on funds with LPs such as CalPERS, La Caisse de Depot et Placement du Quebec, the Prudential Insurance Company of America, and other large institutional investors. He has engineered several IPOs and has successfully negotiated an exit of a financial services startup with the CEO of a US-based MNC in New York.
He has promoted corporate governance in many funds, particularly those involving CalPERS. He has played a key role in the creation, structuring, and placement of a nearly $ 1 billion Infrastructure Fund. He has co-invested and partnered with some of the world's largest institutional investors including pension funds and sovereign wealth funds.
Arvind P. Mathur, CFA, FRM, has taught complex financial topics to fund managers and senior executives in Singapore and other countries for the past 12 years, including venture capital, private equity, M&A, valuation, and negotiation techniques. He has delivered a lecture on Asian buyouts at the Harvard Business School and has delivered more than 100 masterclasses in complex financial disciplines such as private equity, venture capital, and term sheet negotiations in several countries. He has also advised a start-up woman entrepreneur under a Goldman Sachs startup program.
Arvind has attended executive management courses at the Columbia School of Business and Cornell University, and an investment management workshop at the Harvard Business School.
Certification Provided by PEPP
